Strategy development and forecasting, including macro analysis of the effects of balance sheet adjustments on an entire institution

Pro-forma models that demonstrate the impact of balance sheet strategies on an institution's interest rate risk profile, as well as liquidity, credit, and capital management

With asset/liability management at its core, the BSAS team takes a holistic approach to balance sheet strategy, starting with an in-depth analysis of a client’s current positions. We aim to provide our clients with a thorough understanding of the full range of their strategic options so they may implement the optimal balance sheet strategy for their institution.